Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of the Retirement Plan Profit Sharing Plan

Data updated 2026-08-06

$334M
Total assets: 1,762
Participants: 96th
Percentile by assets: $189,724
Avg per participant

Official DOL plan name: Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 · Sponsored by Board of Trustees of the Retirement Plan · Wisconsin · Construction

$334M in assets, 1,762 participants

Board of Trustees of the Retirement Plan's Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported $334M in total assets and 1,762 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

96th percentile by assets (of 126,618 plans)
#8,618 in Construction (8,993 peers)

Coverage in Wisconsin

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 covers 1,762 participants in Wisconsin, 3.1x the typical Wisconsin plan (state average ~565 per filing). Assets: $334M.

$334M
total plan assets (2023 EOY): 1,762
covered participants: 96th
percentile by assets (of 126,618 plans): $189,724
avg assets per participant

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported net income rose from -$54M in the plan year 2022 filing to $55M in the plan year 2023 filing.
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 end-of-year assets rose from $279M in the plan year 2022 filing to $334M in the plan year 2023 filing.
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported participants rose from 1,579 in the plan year 2022 filing to 1,762 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reports 1,762 participants - 3.1x that state average ($334M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$279M
Net Assets (End of Year)	$334M
Net Income	$55M
Employer EIN	396135887
Plan Effective Date	1968-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of the Retirement Plan)

Total plan assets by year, all Board of Trustees of the Retirement Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	1,579	$279M
2023	1	1,762	$334M
2024	1	1,894	$374M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
Aspirus, Inc. Retirement Plan $795M · 10,161
Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Union Individual Account Retirement Fund $280M · 3,203

Compare Retirement Plan for Employees Represente… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 by total assets, not by location.

North Mississippi Health Services Employer Savings Plan (MS) $335M · 7,302
Asplundh Tree Expert, LLC Profit Sharing Plan (PA) $335M · 2,346
Textron Retirement Account Plan Trust (RI) $332M · 10,046
Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions (NY) $336M · 1,696

Frequently Asked Questions

How did Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 assets move in 2023? ▼

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 grew sharply - up 19.9% during 2023, from $279M to $334M. Reported net income was $55M.

How have Board of Trustees of the Retirement Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of the Retirement Plan's sponsor-wide assets grew 34.1%, from $279M to $374M.

Where does Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 rank by assets among Form 5500 filers? ▼

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 ranks in the 96th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18? ▼

Among Profit Sharing plans in other states, the closest by assets is North Mississippi Health Services Employer Savings Plan in MS ($335M, 7,302 participants).

Next read for Retirement Plan for Employees Represente…

Filing takeaways

Ways to act on Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's numbers.

By total assets, Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
Board of Trustees of the Retirement Plan's sponsor-wide assets have grown 34.1% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 396135887.